Getting Started

Introduction to the Portal
The Portal is a convenient way for you and your Accountant to share files with each other - documents can be uploaded, downloaded, previewed and set-up fo...
Fri, 28 Jul, 2017 at 9:13 AM
Accessing the portal for the first time
When you receive an invitation to access the portal, click on the link in the email and this will take you to an area to enter your password. Please note pa...
Fri, 28 Jul, 2017 at 9:14 AM
Change your Password
You can reset your password from within the portal. From the Welcome back, <Your Name> area at the top right of the portal page, select Profile. ...
Mon, 17 Jul, 2017 at 5:26 PM
Forgot your Password
If you can't remember your password for your Client portal go the the Portal User site and follow these steps: Select Forgotten password. Type...
Fri, 28 Jul, 2017 at 9:17 AM